2025-05-28T11:01:35-05:00 2024-12-31 260476995 TIGHE KRESS & ORR PC 2205 POINT BLVD SUITE 100 ELGIN IL 60123 990 2024-01-01 363309812 THE HEARTLAND INSTITUTE HEAR 3123774000 3939 NORTH WILKE ROAD ARLINGTON HEIGHTS IL 60004 JIM LAKELY VICE PRESIDENT 3123774000 2025-05-28 1 0 CYNTHIA M PETSCHKE CPA CVA P01362853 8476952700 2025-05-21 2024 2025-03-06 01:10:19Z JAMES TAYLOR 3939 NORTH WILKE ROAD ARLINGTON HEIGHTS IL 60004 3350282 0 X WWW.HEARTLAND.ORG X 1984 IL TO DISCOVER, DEVELOP, AND PROMOTE FREE-MARKET SOLUTIONS TO SOCIAL AND ECONOMIC PROBLEMS 9 9 21 0 0 0 4053053 3322323 7247 2905 88 9951 61351 15103 4121739 3350282 0 0 0 0 2464919 2374043 0 0 657924 1633137 1329696 4098056 3703739 23683 -353457 1383858 1074871 325593 370063 1058265 704808 X TO DISCOVER, DEVELOP, AND PROMOTE FREE-MARKET SOLUTIONS TO SOCIAL AND ECONOMIC PROBLEMS, PUBLIC POLICY ISSUES, IN PRINT AND ONLINE. 0 0 535888 18008 PUBLICATIONS: RESEARCH, WRITING, AND DISTRIBUTION OF PUBLICATIONS ON DIGITAL ISSUES OF ONE NEWSPAPER (HEALTH CARE NEWS) AND DIGITAL VERSIONS OF ENVIRONMENT & CLIMATE NEWS, BUDGET & TAX NEWS, SCHOOL REFORM NEWS, AND RIGHTS, JUSTICE & CULTURE NEWS WHICH THE DEPARTMENT PRODUCED ONE PRINT QUARTERLY. 562405 HEARTLAND REPRESENTATIVES APPEARED IN PRINT, ONLINE, OR ON BROADCAST NEWSLETTER (THE HEARTLANDER) AND NINE WEEKLY OR BIWEEKLY EMAIL NEWSLETTERS (CLIMATE CHANGE WEEKLY, HEARTLAND WEEKLY, BUDGET & TAX NEWS, ENVIRONMENT & CLIMATE NEWS, HEALTH CARE NEWS, SCHOOL REFORM NEWS, STOPPING SOCIALISM, AND LIFE, LIBERTY, PROPERTY). HEARTLAND HAS 13 WEBSITES, 474,000 FANS OF ITS FACEBOOK PAGE, MORE THAN 94,609 TWITTER FOLLOWERS. HEARTLAND'S PODCASTS WERE DOWNLOADED HUNDREDS OF THOUSANDS OF TIMES, AND OUR VIDEOS GOT OVER 2.5 MILLION VIEWS. 572992 HEARTLAND HOSTED 15 INTERNATIONAL CONFERENCES ON CLIMATE CHANGE AND TWO AMERICA FIRST ENERGY CONFERENCES SINCE 2008 ATTENDED BY MORE THAN 5,500 PEOPLE. 420298 GOVERNMENT RELATIONS: PUBLICATIONS AND EVENTS GEARED TOWARD EDUCATING AND INFORMING LOCAL, STATE, AND NATIONAL ELECTED OFFICIALS ABOUT PUBLIC POLICY ISSUES. HEARTLAND PARTICIPATED IN CONFERENCES SPONSORED BY THE AMERICAN LEGISLATIVE EXCHANGE COUNCIL AND TESTIFIED BEFORE LEGISLATIVE COMMITTEES IN MULTIPLE STATES.EXPENSES: $417,298STOPPING SOCIALISM: STOPPING SOCIALISM IS A PROJECT LAUNCHED IN 2018. OWNED BY JUSTIN HASKINS, CO-DIRECTOR OF THE SOCIALISM RESEARCH CENTER AT THE HEARTLAND INSTITUTE AND THE AUTHOR OF THE AMAZON BESTSELLER SOCIALISM IS EVIL: THE MORAL CASE AGAINST MARX'S RADICAL DREAM (2018). EXPENSE: $3,000 420298 2091583 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 21 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X X THE HEARTLAND INSTITUTE 3123774000 3939 NORTH WILKE ROAD ARLINGTON HEIGHTS IL 60004 WILLIAM ARMISTEAD MEMBER/FINANCE 1.00 X X 0 0 0 ROBERT BUFORD MEMBER 1.00 X 0 0 0 JERE FABICK VICE CHAIRMAN/SECRETARY 1.00 X X 0 0 0 PAUL FISHER MEMBER 1.00 X 0 0 0 STEVE MILLOY MEMBER 1.00 X 0 0 0 JOSEPH MORRIS CHAIRMAN 1.00 X X 0 0 0 NOAH ROBINSON MEMBER 1.00 X 0 0 0 JOE ARMENDARIZ MEMBER 1.00 X 0 0 0 BRIAN SINGER MEMBER 1.00 X 0 0 0 JAMES TAYLOR PRESIDENT 40.00 X 333590 0 0 JAMES LAKELY VICE PRESIDENT 40.00 X 210861 0 0 SAMUEL KARNICK DIRECTOR OF PUBLICATIONS 40.00 X 108308 0 0 652759 0 0 3 0 1 0 0 3322323 25000 3322323 PUBLICATION/RESEARCH 516210 2905 2905 2905 9951 9951 OTHER MISC INCOME 900099 10103 10103 OTHER EVENT INCOME 900099 5000 5000 15103 3350282 18008 0 9951 734685 417712 190571 126402 1281250 871188 211400 198662 212919 124922 40452 47545 145189 96865 25967 22357 38629 23240 9933 5456 68845 33416 35355 74 170250 135260 29713 5277 15292 514 13751 1027 160442 160442 80816 20131 864 59821 127050 1019 515 125516 28309 28309 CONTRACTORS 405366 244872 155120 5374 POSTAGE AND SHIPPING 134115 43798 34135 56182 PRINTING AND PUBLICATIO 81358 77816 804 2738 GOVERNMENT AND BANK FEE 16786 16786 2438 830 115 1493 3703739 2091583 954232 657924 465415 230016 3506 80 2500 2500 35356 277 1311540 515089 824760 796451 52321 45547 1383858 1074871 300941 339849 24652 30214 325593 370063 X 1058265 704808 1058265 704808 1383858 1074871 -353457 0 X X 0 1 X 1 0 X 3748445 4054969 3822898 4053053 3297323 18976688 3748445 4054969 3822898 4053053 3297323 18976688 4444026 14532662 23528 24 88 9951 33591 7928 1458 19024 18011 17008 63429 19073708 0.76190 0.88540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 357971 367710 355808 1081489 1622234 10390 24125 346 34861 89493 91928 88952 270373 405560 65364 65364 952543 237004 715539 235378 235378 0 58255 42707 15548 796451 OPERATING LEASE LIABILITY 30214 30214 X 3350282 0 3350282 0 3350282 3703739 0 3703739 0 3703739 PART X, LINE 2: THE INSTITUTE ADOPTED THE IMPLEMENTATION OF FASB ASC 740. UNDER FASB ASC 740, MANAGEMENT MUST EVALUATE THE POSITIONS IT HAS TAKEN ON TAX RETURNS. MANAGEMENT HAS DETERMINED THAT THERE ARE NO TAX POSITIONS THAT WOULD RESULT IN A MORE LIKELY THAN NOT (50% CHANCE) OF BEING SUSTAINED UNDER A POTENTIAL AUDIT OR EXAMINATION. X X X X 0 0 0 0 0 0 0 0 0 JAMES TAYLOR PRESIDENT 333590 0 0 0 0 0 0 0 0 0 333590 0 0 0 JAMES LAKELY VICE PRESIDENT 210861 0 0 0 0 0 0 0 0 0 210861 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTING DEPARTMENT AND AUDIT COMMITTEE OF THE BOARD REVIEW THE 990 BEFORE IT IS SIGNED AND SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ASK THE BOARD MEMBERS AND INDEPENDENT CONTRACTORS TO REVIEW THE CONFLICT OF INTEREST POLICY AND COMPLETE/SIGN THE FORM. THE FORMS ARE KEPT ON FILE. WHEN MADE AWARE OF A POTENTIAL CONFLICT OF INTEREST THEY FOLLOW UP AND ENFORCE RULES (E.G. RECUSAL FROM CERTAIN VOTES). THERE IS RELIANCE ON THE PERSONS' SELF DISCLOSURES. FORM 990, PART VI, SECTION B, LINE 15 WHEN DETERMINING COMPENSATION THE BOARD USES REVIEW AND APPROVAL BY AN INDEPENDENT PERSON, COMPARABILITY DATA, AND HAS PROOF OF THE DELIBERATION AND DECISION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE BY REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.